Senior Wealth Consultant / Financial Closer – High-Value Client Advisory
Core
Conduct high-level, consultative sales engagements to finalize complex financial strategies for high-net-worth clients.
Role type
Senior Wealth Consultant / Financial Closer
Builds
Bespoke financial plans including mortgage strategies, property investment, tax optimization, and SMSF structures
Domain
Financial Consulting, Wealth Management, Mortgage Advisory
Deliverable
client delivery
Required skills
consultative sales, complex financial strategy development, contract finalization, high-net-worth client management, Australian mortgage knowledge, property investment strategy, tax structuring
Responsibilities
Conduct detailed face-to-face meetings, guide clients through complex financial discussions, translate client goals into actionable financial plans, finalize client contracts, manage a pipeline of high-net-worth prospects